Anthropic captures 55% of enterprise API spending as Google falls to 9%, Menlo Ventures data shows
firstadopter · x · 2026-11-03
Menlo Ventures partner Deedy Das says frontier labs now capture nearly 7 of every 10 dollars spent on enterprise AI, up from half last year. Anthropic grew its enterprise API spending share from 40% to 55%, while Google fell from 21% to 9% — a dramatic shift in one year.
Related event: Enterprise AI Spending Soars to $177B as Anthropic's API Share Hits 55%(3 posts)→
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